We are a dedicated fiduciary that advocates for our clients’ best interests, maintaining objectivity and integrity that stands the test of time.

Our Services

For Individuals

Strategic wealth planning
tailored to your goals.

For Organizations

Your organization is not just a number to us.

A Comprehensive & Integrated Approach to Wealth Management

Our Difference

Since our founding, Omega Investment Management has embraced one specific objective: to offer objective consulting services to our valued clientele. We achieved this through:

Independence

We have no direct ownership of affiliation with any investment funds, recordkeeper or other service providers. Our advice is objective and crafted to meet each plan sponsors’ specific needs.

Client Partnerships

At Omega Investment Management, communication and confidentiality are the hallmarks behind everything we do, ensuring a proactive and prosperous working relationship. We engage with our clients on a regular basis and strive to exceed expectations.

Integrated Approach

We approach the needs of our clients with understanding and realize that in order to achieve complete satisfaction, multiple frames of reference are required prior to engaging our clients.